We are live on ! Find out more
Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $38.8B
1-Year Est. Return 21.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.23B
AUM Growth
-$162M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,571
New
Increased
Reduced
Closed

Top Buys

1
+$38.9M
2
+$34M
3
+$14.7M
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$13.2M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$11M

Top Sells

1
+$101M
2
+$45.7M
3
+$34.6M
4
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$33M
5
HYLS icon
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
+$17M

Sector Composition

1 Financials 5.3%
2 Technology 5.26%
3 Energy 5.22%
4 Healthcare 4.79%
5 Industrials 4.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1376
– –
-6,526
1377
– –
-7,194
1378
– –
-73,926
1379
– –
-17,125
1380
– –
-13,821
1381
– –
-2,273
1382
– –
-15,065
1383
– –
-1,812
1384
– –
-22,620
1385
– –
-11,679
1386
– –
-23,223
1387
– –
-6,696
1388
– –
-12,664
1389
– –
-10,416
1390
– –
-58,005
1391
– –
-260,312
1392
– –
-12,000
1393
– –
-4,231
1394
– –
-3,613
1395
– –
-378,059
1396
– –
-23,141
1397
– –
-30,331
1398
– –
-39,722
1399
– –
-21,543
1400
– –
-72,161
54 55
56
57 58